Stephen P Galib Crpc

Fixed/Hourly

Stephen P Galib offers financial planning and investment advice to individuals, estates, and trusts. He analyzes clients' financial needs and provides advice on budgeting, insurance, investments, estate planning, and retirement/college planning. He recommends strategic asset allocation using mutual funds and ETFs, and may suggest tactical adjustments based on market conditions. Stephen P Galib does not manage client assets or execute trades, but rather provides recommendations and supports clients in making their own investment decisions.

Assets Under ManagementN/A
Clients35
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Hourly Rate:$140/hr
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Location

1 Advisors at this firm

Stephen P Galib Crpc | TrueAdvisor